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SILVIA MCCOLL WEALTH MANAGEMENT, LLC: CPT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SILVIA MCCOLL WEALTH MANAGEMENT, LLC on CPT, newest first. How the timeline and the estimate are built.

SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 2,591 CPT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,591 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $250,627.

    13F-HR 0001991983-26-000006 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,591 shares
    Change vs previous 13F -450 shares

    0.18% of the 13F portfolio, value $296,644.

    13F-HR 0001991983-26-000004 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,041 shares
    Change vs previous 13F -570 shares

    0.2% of the 13F portfolio, value $296,984.

    13F-HR 0001991983-26-000003 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,611 shares
    Change vs previous 13F -150 shares

    0.26% of the 13F portfolio, value $397,499.

    13F-HR 0001991983-26-000002 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,761 shares
    Change vs previous 13F -110 shares

    0.27% of the 13F portfolio, value $401,600.

    13F-HR 0001991983-25-000008 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,871 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $436,223.

    13F-HR 0001991983-25-000005 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,871 shares
    Change vs previous 13F -39 shares

    0.36% of the 13F portfolio, value $473,423.

    13F-HR 0001991983-25-000003 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,910 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $453,716.

    13F-HR 0001991983-25-000001 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).